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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,903 | $150,197-23.5% | $120,368-4.5% | $145,959-21.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.16% | 154.26%-146.1pp | 107.26%-99.1pp | 561.95%-553.8pp |
| Employer contribution / active EE | $2,555 | $4,350-41.3% | $3,465-26.3% | $4,661-45.2% |
| Participant deferral / active EE | $5,390 | $6,174-12.7% | $4,991+8.0% | $6,689-19.4% |
| Admin fee / account holder | $14,404 | $12,216+17.9% | $9,429+52.8% | $13,398+7.5% |